Overview
This article describes how to configure Report Builder Cloud version.
Requirements
Only Jira Admin has access to perform Application configuration changes.
Accessing Report Builder Configuration Page
Option 1. From Manage Apps panel click on “Report Builder“ application, and then click Get started as shown below:
You will be prompted to application Welcome Page as follows:
On the left panel of the app, you can see “Configuration” button presented in a form of gearwheel icon. This button will navigate you to app Configuration page.
On the bottom of the page there are two most popular configuration options present to enable and disable some features present in the Report builder. Please note, manipulation with these settings directly from “Welcome screen“ is considered to be deprecated, and it’s recommended to navigate to Configuration page anyway to enable and disable these settings.
Option 2. Alternatively, you may navigate to the App directly from Apps menu:
Clicking “Report Builder“ will navigate you to User home page. From that page a navigation to Configuration page is also possible:
Note: Configuration page button is only enabled for Admin accounts.
Configuration page
Overview
Configuration page is presented on a screenshot below
Page contains following list of tabs:
Tab title | Description |
|---|---|
General | Tab contains integration settings details for Actonic Timesheet Builder. |
Dates | Tab contains week start and date format settings |
Permissions | Tab control global permissions restrictions to create Scripted Reports |
Issue Export Panel | Tab contains settings to control visibility over Issue Export feature |
Export/Import | Tab controls App configuration Export functionality |
General Settings
This tab defines how Report Builder processes data from Timesheet Builder.
Settings details are given in the table below.
Setting | Default value | Description | Behaviour details |
|---|---|---|---|
Teams Permissions Enabled | Enabled | This setting controls whether Report Builder will inherit Team Permissions imported from Timesheet Builder when building reports against Worklogs. | When enabled: Report Builder keeps Team permissions from Timesheet Builder When disabled: Report Builder ignores Team permissions from Timesheet Builder |
Note: This setting will not be enabled until you install timesheet Builder App.
Dates
This tab defines date setting for the entire app globally.
Settings details are given in the table below.
Setting | Default value | Description | Behaviour details |
|---|---|---|---|
Start Day (weekly) | Sunday | Defines what day will be considered as the first day of the week on the app level. | Available days to set as week start:
|
Date Format | d/MMM/yy | Defines in what format reports will show date values. | Input field is a text field accepting most popular date formats (mm/dd/yyyy, dd/mm/yyyy etc.) |
Note: Scripted reports may ignore these settings depending on the algorithms defined by their respective developers.
Permissions
This tab defines global permissions settings for the entire app.
Settings details are given in the table below.
Setting | Default value | Description | Behaviour details |
|---|---|---|---|
Scripted Reports Creator | Public: Any logged in user | This setting defines what users or groups can create and clone Scripted Reports | Private: Nobody User: Allow to add one or more users individually as creators Groups: allows to define one or more groups Projects: Allow to add one or more Projects Public: Any user logged to the Jira Instance |
Note: You may create flexible permissions model by adding users individually and within groups/projects at the same time.
Issue Export Panel
This tab controls who can perform issues exports using Report Builder.
Settings details are given in the table below.
Setting | Default value | Description | Behaviour details |
|---|---|---|---|
Issue Export Panel Visibility | Enabled for Everyone | Setting allows or disables a feature to export individual issues as XLSX or DOCX files from issue right panel:  | Enabled For Everyone: Panel is enabled for every user Disabled For Everyone: Panel is disabled for every user Enabled Only For: Admin could set a list of users, projects, and groups who will have the panel enabled |
Note: You may create flexible permissions model for Issue Export Panel by adding users individually and within groups/projects at the same time.
Export/Import
This tab allows admin to export App Configs as a JSON-file
Settings details are given in the table below.
Setting | Default value | Description | Behaviour details |
|---|---|---|---|
Export Data | Action Button | Support Configuration Export into JSON file | When button is pressed, a JSON will be created, and presented for user through a pop-up window, allowing to copy-paste settings. |